Sue Simon, EA, ASA, MAAA
Do you have a client considering plan termination, or one that perhaps should be? Deciding whether, when, and how to terminate requires thoughtful consideration and planning. This session will share insights on the considerations for plan sponsors in evaluating the decision of whether to terminate and what steps they should (or should not) take during the planning and preparation phase.
Sue Simon will also give an update from the SOA and Retirement Section Council regarding key section initiatives and priorities.
Sue Simon is a Principal and the Chicago Market Leader for Buck Global LLC. She has 30 years of experience working as an actuary with publicly-traded corporations and privately-held companies in a variety of industries including manufacturing, financial services and healthcare. Throughout her career, Sue has partnered with plan sponsors to de-risk and redesign their defined benefit and defined contribution retirement programs.